Today, I was presenting an investment seminar on indexed investing to a group of South East Asian based school teachers. Most of them were Americans. I mentioned that the minimum requirement in the United States, in order to sell investment products, was a Series 7 certification. Two financial sales representatives were among the attendees. And …
Tag Archive: Financial Advisors
Permanent link to this article: http://andrewhallam.com/2011/03/how-long-does-it-take-to-prepare-for-the-series-7-certification/
Oct
25
2009
Financial planning – Whom should you trust?
Rob Carrick, a finance writer for the Globe and Mail, doesn’t seem to favour using investment advisors. Is he right? I don’t really know for sure. But he answers some interesting questions here: Read the Article: Financial planning – Whom should you trust?
Permanent link to this article: http://andrewhallam.com/2009/10/financialplanning-whom-should-you-trust/
Aug
06
2009
Investment advisory services plunder individual retirement accounts
I’ve always been a fan of Scott Burns’ finance articles, and this one is no exception. He paints an ugly picture of financial service fees relative to investor’s returns, suggesting that fees are significantly higher today, than in the past, relative to the return that the average investor is getting from their financial products. As …
Permanent link to this article: http://andrewhallam.com/2009/08/investment-advisory-services-plundering-retirement-accounts/
Jul
29
2009
German geriatrics kidnap and torture their financial advisor
Always a guy with a great sense of humour, Ian McGugan, the editor of MoneySense Magazine, found something for his blog that would make any investment advisor cringe–especially those who have lost plenty of their client’s money during the downturn: Read the article
Permanent link to this article: http://andrewhallam.com/2009/07/german-geriatrics-kidnap-and-torture-their-financial-advisor/
Welcome to My Blog!
I'm Andrew Hallam. Many people aren't comfortable talking about money. It's not usually a conversational dinner-time topic, and its principles are rarely taught in schools. My goal is to have a "conversation" about it here, on this blog. If you read something you find intriguing, please comment or ask your questions!
I am also the author of the book, Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School
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